Client Relationship Leader — CAAS & Advisory Growth

CLA (CliftonLarsonAllen); Arlington (VA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible PTO (designed to offer flexib

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Complete list of benefits here

Job summary

CLA is seeking a Client Relationship Leader for our CAAS practice in the Washington, D.C. area. You will expand existing client relationships and build your network to win new business while overseeing engagements and service delivery.

You will work closely with the Managing Principal and the Outsourcing Client Service Team to drive opportunities, develop strategic accounts, and maintain CRM-based activity and targets. A strong background in accounting and client service is essential.

Qualifications

• A minimum of 10 years of work experience in public accounting or Big Four audit leadership.
• Bachelor’s degree in accounting, finance, or related field.
• CPA preferred but not required.
• Client services orientation with relationship-building experience.
• Ability to gain confidence and respect of senior executives.

Responsibilities

• Expand existing client relationships and build a network for new business.
• Work with the Managing Principal and Outsourcing Client Service Team to drive offerings.
• Recognize opportunities, solve problems, and close business at targeted accounts.
• Implement sales strategy for new prospects and attend networking events.
• Project manage engagements to meet client needs and maintain CRM activity.

Skills

Relationship building

Business development

Client service orientation

Interpersonal skills

CRM proficiency

Education

Bachelor's degree in accounting or related field

CPA preferred but not required

Tools

CRM systems

MS Office

Job description

CLA is seeking a Client Relationship Leader for our CAAS practice in the Washington, D.C. area. You will expand existing client relationships and build your network to win new business while overseeing engagements and service delivery.

You will work closely with the Managing Principal and the Outsourcing Client Service Team to drive opportunities, develop strategic accounts, and maintain CRM-based activity and targets. A strong background in accounting and client service is essential.